S&P Economist on RBNZ Decision

The video discusses the ongoing inflation dynamics and central banks' responses, focusing on the US, New Zealand, and Australia. It explores the impact of tightening cycles on unemployment and financial markets, highlighting the normalization of interest rates. The video also examines inflation trends in APEC countries, noting mixed responses from central banks. In Asia, some central banks are diverging from the Fed's path, with countries like Indonesia and India nearing the end of their tightening cycles. Finally, the video addresses China's economic reopening, emphasizing the need for a balanced recovery led by consumption and services.

How does the situation in APEC economies differ from that in the US and New Zealand regarding inflation?

What factors are influencing the Bank of Japan's approach to interest rates?

What are the expectations for China's economic recovery post-COVID according to the text?